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Navigoe Wealth Management’s Toll Brothers TOL Stock Holding History

Navigoe Wealth Management’s Portfolio TOL Stock Details TOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$194K Buy
1,178
+7
+0.6% +$996 0.1% 43
2026
Q1 		$159K Hold
1,171
– – 0.09% 43
2025
Q4 		$158K Hold
1,171
– – 0.1% 45
2025
Q3 		$161K Hold
1,171
– – 0.1% 45
2025
Q2 		$133K Hold
1,171
– – 0.1% 43
2025
Q1 		$123K Hold
1,171
– – 0.11% 43
2024
Q4 		$147K Buy
+1,171
New +$174K 0.14% 36

Other funds holding TOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Navigoe Wealth Management's TOL Position: Q2 2026 in Review

Navigoe Wealth Management increased its Toll Brothers (TOL) stake by 0.6% in Q2 2026, buying an estimated $996 and bringing the position to 1,178 shares worth $194K. The position accounts for 0.1% of the portfolio, ranked #43.

Navigoe Wealth Management first reported a position in TOL in Q4 2024 and has held it in 7 quarters since. 805 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Navigoe Wealth Management held 1,178 shares of Toll Brothers worth $194K as of Q2 2026.
  • Navigoe Wealth Management bought 7 Toll Brothers shares in Q2 2026, an estimated $996.
  • Toll Brothers made up 0.1% of Navigoe Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Navigoe Wealth Management first reported a position in Toll Brothers in Q4 2024 and has held it in 7 quarters since.
  • 805 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.